Lewis “Lew” N. Lester, Sr.
Chairman and CEO
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Lewis N. (Lew) Lester, Sr. is the Chairman & CEO of CMS. Lew has been in the Securities Industry since 1987 and has extensive experience in Broker/Dealer Operations, Institutional and Retail Brokerage, Corporate Finance, Fund Management, Mergers and Acquisitions and Strategic Planning. Mr. Lester oversees the strategic direction of CMS, as well as the implementation, evaluation and supervision of all strategic development, day to day operations and personnel including Financial Analyst, Investment Bankers and Brokers, Legal and Compliance, Trading and Support staff.
Robert “Bob” Colvin
President and Chief Strategist
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Bob Colvin is directly responsible for managing client fixed income portfolios on a non-discretionary basis. He develops investment policies, formulates strategies, determines appropriate asset allocation and monitors client portfolios. Bob also serves as CMS’s Chief Strategist. He authored the Risk Analytics Interest Rate Risk Management Report and Balance Sheet Management software, one of the top A/L management tools available to Community Financial Institutions today. He created the “Index Powered® CD,” an equity-linked CD program for Community Financial Institutions. He created the “eTN®” an electronic transaction network for wholesale banking transactions and more recently created the Capital Market CD (CMCD), the first securitized CD program in America. Mr. Colvin has taught at the Madison Graduate School of Banking, provided training for bank examiners both nationally and at the state level and is a frequent industry speaker on balance sheet management issues for community banks.
William “Bill” T. Mullally
Senior Managing Director
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Bill Mullally is a Senior Managing Director and Business Development officer at CU Capital Market Solutions, LLC. In this role, Bill is responsible for all business development initiatives as well as heading up the loan participation efforts at CMS. Bill brings over thirty years of investment services experience to CMS, having worked on both the sell-side and buy-side in the capital markets. Prior to CMS, Bill was Managing Director, Private Client Group at JPMorgan, an investment bank and institutional fixed income broker/dealer, where he served and advised financial institutions and high net worth investors. Bill holds a BS in economics, magna cum laude, from the Oglethorpe University. Bill has been a speaker on investment topics and has trained staff, senior management and boards.
CFO and CCO
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Brent Hippert is the CCO & CFO of CMS and is also the Managing Principal of Brokerage Consulting Services, Brent has been in the securities industry for over 30 years and currently provides contract executive management and consulting services to Investment Advisors and Broker-Dealers. Brent began his career in the industry as a retail broker for Merrill Lynch. Brent worked his way up to become a regional manager with a major wire house and eventually owned a broker-dealer. He currently serves as CEO, COO, CFO, or CCO of securities firms on a contract basis. He holds multiple securities registrations, has served on the board of directors of NASDAQ OMX BX, the Boston Options Exchange, and Safe Flight Instruments, Inc. Brent served in the Marine Corps as a fighter pilot and is a graduate of the Rochester Institute of Technology.
View Jeremy's Bio
Jeremy Colvin is Managing Director and Head of CMS Capital Markets. Jeremy brings with him over 20 years of institutional capital markets experience. Over his career he has developed a number or programs built specifically to assist depository institutions increase revenues. Most recently, Jeremy lead Capital Markets Sales & Relationship Management for BNY Mellon. Mr. Colvin has created several successful funding desks utilizing a number of liquidity sources. Jeremy has also reshaped how Fixed Income is offered to CMS clients by utilizing scalable information delivery while increasing transparency. In 2017, he opened our New Jersey location in the town of Summit. Jeremy graduated from Denison University as a student/athlete earning a BS in Economics while playing football. Mr. Colvin resides in Chatham, NJ with his wife Brenda and their two boys Charles and William. Jeremy is an avid cyclist, golfer and racquet sport enthusiast.
Executive Director of Sales
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Mike utilizes decades of credit union experience and knowledge to increase the community’s awareness of the CMS Total SolutionsTM balance sheet advisory practice and how it can maximize credit union balance sheet performance. He connects CMS consultants, investment specialists and analysts with credit unions, as well as state and national trade associations, to share the benefits of CMS’s funding, capital and asset strategies.
Mike was most recently president/CEO of CU Investment Solutions, Inc., a broker/dealer serving 1,000 institutional clients working in capital markets. He has a Bachelor of Science degree in Business Administration from the University of Missouri in Columbia.
William “Bill” Colvin, ESQ
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Bill Colvin serves as General Counsel for CU Capital Market Solutions. Since 2000, Bill has worked with community banks, together with state and federal regulatory agencies, in the development of innovative deposit products and delivery systems. Bill has a wide-range of experience in constructing in-house policies and procedures for banks and consulting companies; creating intellectual property strategies; and drafting various types of service agreements, disclosure statements, and third-party contracts relative to banking products and services. Bill has an extensive background in complex issues involving anti-money laundering procedures relative to remote deposit transactions; financial derivatives securitized by certificates of deposit; brokered/ non-brokered designations for wholesale deposit transaction systems; and accurate disclosures under the Truth in Savings Act applicable to market-linked certificates of deposit.
Bill received his juris doctorate degree from the University of Missouri – Kansas City in 1989, and is admitted to practice in Kansas, Missouri, and the United States Supreme Court.
Senior Risk Analyst
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As a Risk Analyst with CMS, Reade Fors is responsible for coordinating, integrating and ensuring timely and accurate delivery of the firm’s risk reporting products. He coordinates and performs interest rate risk analysis as well as monthly portfolio reporting for clients and assists advisors in client relationship management.
Reade has both a Bachelor of Science in Management degree in Finance and a Master of Finance degree with an Energy Specialization from Tulane University’s A.B. Freeman School of Business. Reade has passed Level II of the CFA program and is studying to earn his FINRA series 7 and 66 registrations.
Mike Gerhold, CFA
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Mike Gerhold is a Risk Analyst directly responsible for all bond accounting and reporting for the Client Strategies Group.
Mr. Gerhold is a CFA charter holder with more than 20 years’ fixed income portfolio management experience.
Mr. Gerhold’s CRD number is 2913954.
V.P. Business Development
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Ryan Enright is directly responsible for implementing trading strategies and executing fixed income trades with clients. Ryan works with clients to make certain they have the necessary tools to manage their investment portfolios as well as educates his clients on relevant investment topics and regulatory changes.
Ryan has over fifteen years’ experience selling fixed-income securities. His experience includes wholesale and retail sales with MetLife Investors and QP Financial Services.
Ryan holds FINRA series 7, and 63 registrations.
View Doug‘s Bio
As a Risk Analyst with CMS, Doug is responsible for coordinating, integrating and ensuring timely and accurate delivery of the firm’s risk reporting products. He coordinates and performs interest rate risk analysis as well as monthly and quarterly ALM portfolio reporting.
Doug has over ten years of experience performing audits of large and small financial institutions. Doug spent five years with J. Tenbrink & Associates, CPAs performing audits and supervisory committee examinations of credit unions. As a consultant and contractor, he worked for State Street Bank and the FDIC. Additionally, Doug has an extensive background in Insurance Company financial reporting, and internal control development.
William “Bill” King
Senior Vice President
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Bill King is a Senior Vice President – Loan Participations. In this role, Bill matches buyers and sellers of loan participations with CMS credit union clients nationally. Bill provides consumer as well as commercial loan opportunities including auto, mortgage, CRE, and government guaranteed loans. Bill brings over twenty years of investment and loan services to CMS. Prior to CMS, Bill was a Managing Director, Private Client Group, at JPMorgan, an investment bank and broker/dealer, where he served financial institutions and high net worth clients. Bill holds a Bachelor of Arts degree in Journalism from the University of South Carolina.
View Ashley's Bio
Ashley Reece is a marketing assistant at CU Capital Market Solutions. She works in our Alpharetta, Ga. office. Ashley communicates with CMS clients regarding current loan participation opportunities and provides other marketing and communications support on behalf of CMS. She also assists the loan participation desk in facilitating transactions on all types of loans, including USDA, SBA and CRE loans. Ashley works with CMS client credit unions and the CMS loan participation team all the way through closing to ensure compliance with NCUA regulations.
Ashley attended Georgia Gwinnett College with a focus on marketing and branding. She has spent the past 5 years running her own company From the Ash assisting small companies with web site development and rebranding. She is a dog lover and a frequent attendee of art shows.